Jorge O. Email & Phone Number

New York City Metropolitan Area

- Conduct comprehensive market analysis and financial modeling to support investment decisions.- Prepare detailed reports and presentations on industry trends, competitive analysis, and market opportunities.- Collaborate with analysts interns to evaluate and forecast financial performance of companies.- Utilize advanced Excel and financial software to analyze large data sets and generate actionable insights.- Participate in weekly strategy meetings to discuss market developments and potential investment opportunities.- Conduct due diligence on potential investment targets, including financial statement analysis and risk assessment.- Assist in the preparation of group presentations and investment proposals.- Monitor and report on key economic indicators and their impact on financial markets.

- Communicated with 30 customers in a professional manner to determine family needs and help with purchase decision.- Conducted data driven analysis to identify industry performance trends and investment opportunities of 2 health and life insurance processes, recommended 30% product mic rationalization and introduction of 3 new products.- Monitored client spending and budgets and provided information on savings, and insurance policies based on client needs and risk profile; managed personal finance for 30 clients.- Established strong, long-term relationships with clients through regular communication, follow-ups, and reviews of insurance coverage.- Cultivated and pursue potential various clients through 3 channels, such as referrals, networking events, and digital marketing.

Rota, Andalusia, Spain

- Created work schedules and project management plans department-wide to maintain efficiency and timeliness.- Documented and organized security information accurately and efficiently.- Provided emergency response security, eliminating hazards, and potential dangers.- Maintained 100% accountability of assigned equipment worth more than $1million.- Communicated deadlines and established benchmarks for incremental departmental success.- Awarded an humanitarian award for Operation Camp Soviak. - Applied 10 successful escort missions.- Valid secret clearance

New York City Metropolitan Area

- Accommodated with clients on a day to day bases by prominently providing assistance.- Ensured that researched court files were automatically up to date.- Utilized Microsoft 365 to ensure scheduled meetings were on time.

Matamoras, Pennsylvania, United States

- Communicated daily with customers by telephone and in person to full filly execute customers satisfaction.- Responded to customers request and inquires. Maintained current records of inventory and new sales log. - Collaborate with peers to our daily mission, in which to promote products to build customer relationship.

Master'S Degree, Finance, General

Bachelor'S Degree, Management Studies

Associate'S Degree, Art/Art Studies, General, 3.0

High School Diploma

Masters, Intertational Business Stem

Master Of Business Administration - Mba, International Business